CPA News

  1. Protexure Accountants’ New Years Resolutions for 2014

    Every new year brings  new challenges and  goals. What would your firm like to accomplish in the coming year? What can you do to add value to your practice and get back in shape for the year ahead?  No matter what your individual firm’s goals, we think the following resolutions can help make 2014 a […]

  2. Protexure Tips: Technology Issues for 2013

    Security & Privacy When dealing with sensitive materials (as all CPA firms do), Security should be at the top of this list every year. These sensitive materials are being shared more than ever through Cloud storage systems and mobile devices (Smartphones, Tablets, etc.). The threat of these materials being misused is higher than ever, and […]

  3. Protexure Tips: What to do When Filing a Claim

    There is no easy way to go about it. When a client or incident with a client threatens your firm, filing a claim is a necessary process between you and your insurance provider. It is often stressful and drawn-out, but it doesn’t always have to be. By following the general steps below, while keeping in […]

  4. Knowledge Base: Who is Covered Under My Professional Liability Policy?

    If you are starting a new firm or buying Professional Liability Insurance for the first time,  you might be asking yourself: “Who is covered under my policy?”. Well, Protexure is here to help with all of your questions and concerns. As part of our new series of blog posts called “Knowledge Base”, we aim to […]

  5. Protexure Tips: Cloud Computing for CPA Firms

    Cloud technology has exploded into the “next big thing” for businesses and households alike. But what is Cloud Computing exactly? Cloud Computing, at its core, allows you to access information from anywhere, on any authorized device without a physical server. However, with recent software innovations, Cloud Computing capabilities have expanded exponentially in the past two years. […]

  6. Bringing in the Best: Recruiting Tips for Small CPA Firms

    As a Managing Partner or a Human Resources professional for a Small CPA Firm, hiring new staff can be stressful. With budgetary constraints, limited resources, and Big Firm Competition, there are plenty of factors working against you. We at Protexure Accountants specialize in creating Professional Liability Policies for Small CPA Firms and we consider ourselves […]

  7. Protexure Tips: How to Turn Your Firm into a Social Media Success Story

    Even at a small CPA firm, marketing is vital. It is what attracts new customers and also what retains existing ones. You have plenty of information to send to your clients, and Protexure Accountants is here to help you expand your reach by offering you some tips for using Facebook, Twitter, and LinkedIn within your […]

  8. Surviving the Times: Ways to Boost Your Small Firm’s Revenue

    During these tough economic times, the entire Accounting profession has taken a big hit in terms of revenue and profitability. Though the Big Four firms were hurt but not crippled, smaller firms took a much larger hit. Here at Protexure Accountants, we are advocates for the small firm, and we want to see you succeed. […]

  9. Protexure’s Keys to Success: The Five Skills CPAs Need Now

    In today’s business world, success in the Accounting profession requires key skills that go beyond the technical and financial skills that the profession demands. Thomas Hood III, CEO of the Maryland Association of CPAs and author of the MACPA blog, along with members of the AICPA, came up with “Five Critical Competencies for the Future” that CPAs […]

  10. Everybody Makes Mistakes: Why Accountants Need Professional Liability Insurance

    No one’s perfect. We’ve all heard the phrase. Inevitably, mistakes do happen and a Professional Liability Insurance policy is the bungee cord that stops you and your firm from a free fall. Errors and Omissions (E&O for short) and other Professional Liability Insurance policies cover professionals from all areas of business, including but not limited […]

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